Business Wealth Manager

Company Description Alliance Bank Malaysia Berhad is a dynamic, integrated banking group that provides comprehensive banking and financial solutions across consumer, business, Islamic banking, and stockbroking segments. With over five decades of experience serving the financial community, the Group reaches customers nationwide through retail branches, Privilege Banking Centres, Islamic Banking Centres, Business Centres, and direct marketing offices, as well as mobile and internet banking channels. Its principal subsidiaries, Alliance Bank Malaysia Berhad and Alliance Islamic Bank Berhad, deliver accessible and customer-focused financial services throughout Malaysia. Both Alliance Bank and Alliance Islamic Bank are members of PIDM, reflecting a commitment to stability and protection for depositors. The Group continues to expand its offerings and service quality, providing opportunities for professionals to grow their careers in a progressive banking environment.

Role Description The Business Wealth Manager is a full-time, on-site role based in Puchong. This role is responsible for managing and growing a portfolio of business clients by providing tailored wealth management and banking solutions, including deposits, investments, financing, and insurance-related products. The Business Wealth Manager will conduct regular client meetings, assess financial needs, recommend suitable products, and ensure high standards of service and compliance with regulatory requirements. Daily activities include prospecting and onboarding new business customers, monitoring portfolio performance, preparing proposals, and collaborating with internal teams such as credit, operations, and product specialists to deliver comprehensive solutions. The role also involves staying updated on market trends, maintaining accurate records, and contributing to sales targets and overall branch performance.

Qualifications

• Strong relationship management and client advisory skills, including the ability to understand business client needs and provide appropriate wealth and banking solutions.
• Solid knowledge of banking, investment, and financial products for business customers, with an understanding of risk management and regulatory compliance.
• Proficiency in sales, business development, and portfolio management, with the ability to meet performance targets in a structured banking environment.
• Effective communication, presentation, and negotiation skills, with the ability to engage confidently with business owners and decision-makers.
• Good analytical and problem-solving skills, including the ability to interpret financial information and make sound recommendations.
• Minimum diploma or bachelor's degree in Finance, Banking, Business, Economics, or a related field; relevant professional certifications in wealth management or financial planning are an advantage.
• Prior experience in business banking, relationship management, or wealth management is highly beneficial; experience in the Malaysian market is a plus.
• Ability to work collaboratively with cross-functional teams, uphold ethical standards, and adapt to evolving customer needs and market conditions.